News, Comment & Analysis results for Archive

Banking Crisis
22 September 2026

UBS Urges Swiss Lawmakers To Adopt Compromise Capital Requirement

Legislators want to balance protecting taxpayers from a future banking crisis against the bank's...

New Office
22 September 2026

Addepar Expands European Footprint With Poland Office

The new office, in Warsaw, will support activity such as global research and development, client...

M and A
22 September 2026

Chinese Owners Reportedly Start Sale Plans For Banque Internationale à Luxembourg

Legend Holdings bought the Luxembourg-headquartered bank, founded in the mid-19th century, a decade...

People Moves
22 September 2026

Vontobel Names Insurance Solutions Head

Insurance remains an important part of the wealth management and private client solutions toolkit. ...

Asset Management
22 September 2026

What's New In Investments, Funds? – Russell Investments, Unio Wealth Management, FE fundinfo, Others

The latest news in investment offerings, financial products and other services relevant to wealth...

People Moves
22 September 2026

IQ-EQ Makes Senior Asia-Pacific, Middle East Appointment

In the wake of a rebrand of its Asia-based business, and planned management change, the group has...

People Moves
21 September 2026

Titan Wealth International Expands UAE Operations With 11-Person Team

Titan Wealth, formed in London, has announced a major expansion to its business in the Gulf. ...

Emerging Markets
21 September 2026

UK Investment House, Business Families Target Cambodia's Market Potential

The development speaks to how the Southeast Asian nation, while facing a number of challenges, is...

Banking Crisis
21 September 2026

Departing SBA Chairman Warns On Balancing Swiss Capital Rules, Competition

One of the big names in Swiss banking, who is standing down from the Alpine state's banking...

People Moves
21 September 2026

Who's Moving Where In Wealth Management – Janus Henderson, Amundi

The latest news in investment offerings, financial products and other services relevant to wealth...

Comment & Analysis results for Archive

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in...

New Office
8 October 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Offshore
31 July 2024

The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story

The Caribbean jurisdiction has been through its fair share of challenges. Today, the international...

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...